servicepoint 5.0 upgrade overview 1 servicepoint 5 upgrade system overview

ServicePoint 5.0 Upgrade Overview

1ServicePoint 5 Upgrade System Overview

Navigation & HomeLog in takes you to the Home Page with a new

look

Home Page BannerLogos can be uploadedAgency/Program name will displayDate appearsUser name/ServicePoint Access Level


Navigation & HomeNo more Green Tabs across the top – all navigation

buttons are on the left side of the screen

User settings allow for tabs to be hidden if not needed

Each module will have a unique color

stripe and logo that will remain visible when in the module for

easy identification


Navigation & Home

Last Viewed – Links will appear for you to quickly navigate to the last 10 client profiles accessed

Less and More links will allow you to expand or collapse these as

needed

Clients will display with name and id #


Navigation & HomeFavorites– Links can be added for users to quickly

navigate to up to 10 clients, providers, or administrative functions they visit often.

Clients can be added at the profile page, the household page, services page, etc. and will appear protected

with their id numbers in () Less and More links will allow you to expand or collapse these as needed

Edit Favorites link allows users to change the order of the favorites or

delete favorites from the list


Navigation & Home

Help File

Clicking on this icon will take you to the help file where you can

search for instructions on how to use ServicePoint.



Each Module of ServicePoint is identified with a unique color and logo. The vibrantly colored header will remain visible for the user while moving around within a module.

Module Colors & Logos

Navy blue

Lime green Royal blue

Orange

Purple

Brown

Green

Gray

Home Page DashboardNew to ServicePoint 5 is an informational dashboard that allows you to customize the ServicePoint home page to include up to 8 dashboard elements (depending on your user access level) called dashlets. These dashlets provide meaningful information to help you to easily view and understand the data.

You must be logged into ServicePoint 5 with your ServicePoint username and password to see the dashboard.


Time Out

Prior to automatic timeout - New warning message has now been included!

The following warning message will appear if you are about to be timed out:

Clicking on Continue will reset the timeout clock for another 30 minutes

Clicking on Logoff will log you out and will return you to the log in screen


Collapse & Expand Navigation

Clicking an arrow/triangle will expand a list or a section of the screen

Use the arrows/triangles to open or close a submenu or to create more workspace on the screens

Users can hide the menu if desired, by clicking on the right-hand border of the menu


Collapse & Expand NavigationHome Page Banner – can be

collapsed for more space on screenUse White triangles to collapse or

expand

Mode – Enter data as will display on Home Page Banner

Shadow - Agency Administrators have been given the ability to shadow their users for data entry/cleanup

Back Date Mode - entered here and remains in effect throughout the client record

Note: Navigation tabcollapse function will be disabled when MODE, SHADOW or BACK DATE are being used


Back Date Mode

Banner – will remain bright yellow while in back date modeClick on Date to return to live modeClick on Back Date to change the date to a different

back date User cannot collapse banner while in back date mode


More Home Page Changes

System News and Agency News – Now appear as links for more space on page

Click a news item to open and view

Sorted by dateYou will be able to change the order in which news items

appear


– Chrome (best)

– Firefox (if you can’t use Chrome)

– Safari (if you can’t use Chrome)

Don’t use IE (Internet Explorer) if possible

Preferred Browsers

ServicePoint 5 Upgrade System Overview 14

SP5 Workflow ChangesBackdate mode resets most dates to the

backdate system-wideCreating a household is simplerAll workflow steps are in tab format (no more

orange boxes)Entry-based programs complete assessments in the

entry/exit sectionService transaction tabs are named differently Green (or red) bar replaces “H” button to view

response history.

ServicePoint 5 Upgrade System Overview15

Home Page: What’s Changed?Top section

Backdate mode; ART

Left-hand sectionClientPoint (access data entry) and other modulesReports, “Last viewed,” “Favorites,” and LogoutUse triangles: to expand, to minimize

Center sectionNews: click on a headline to see all detailsFollow-up list (THP programs and Matrix)


Home Page: Last Viewed and Favorites

Last ViewedClick on “last viewed” to see a list of clients you have

previously viewed in your current session. If you have just logged in, this will be blank.

FavoritesClick on “favorites” to see clients whose records you

commonly use and would like to access from session to session.

Clicking on the star next to the client’s name selects them as a favorite.

Use arrow to minimize

wilderresearch.org17

Backdate Mode: New Date Icons

:“choose date” – brings up calendar

: “clear date”

: “set to current date

These icons appear whenever you see a date field in ServicePoint 5


Backdate ModeBackdate mode still resets the system to a

date in the past

What’s new?Place in workflow (backdate mode immediately

follows the login)! Changes all dates in the system to the backdate—not

just the assessment date. This prevents errors and reduces the number of data entry steps!

Placement on the screen (top right-hand corner)Guidelines for when you need to backdatePop-up reminder to backdate whenever opening a

record


Backdate ModeWhen do I leave backdate mode?

Only when you are completely finished with the client or household member’s record

How do I leave backdate mode?Click on the next to the backdateMake sure set a new backdate for each new client

you enter into the system – check their program entry or service start date first.


Client SearchWhat’s new?

New “global search” option Click on “Client Point” on the left-hand side of the screen to access the

client search. Can now search by client alias.

New icons accompany possible matches: : Edit (click to go to a client’s record)

: Created by your provider (replaces red star icon)


New - Summary pageFirst screen you will see when you enter a client

record

Summary page highlights client basics Name and demographicsRelease of InformationHouseholdsEntry/exitsServices


Creating HouseholdsWhat’s changed?

Click green plus sign instead of client’s name to add potential matches to the household

Add all clients to household first. Then update relationship information for all members at once.

Add demographics by clicking through each client’s name in the pop-up – checkbox changes to green as information is completed.


Managing HouseholdsWhat’s changed?

New “Manage Household” buttonMembers can leave and re-join household at

different dates and with different relationships through new icons

“Add/Delete Household Members” - use to add new members or remove clients who never should have been added to the household

New “Household History Report” button to show household changes over time (type, members, relationship, etc.)


Assessments What’s new?

Last tab on the screen

Entry-based programs: complete in the entry/exit tab

Service-based programs: complete in the assessments tab

New drop-down list of assessments

New City Lookup feature

What’s changed? H is no longer used for History. Use colored (green or red) bar to the

left of the question to view historical data Household Data Sharing can still be found and completed in the

Assessments section but can also be completed in the Entry/Exit tab after adding an entry and clicking Save Must push “add household data” button after selecting from drop-

down list. Click “save & exit” when done.


New data entry workflow 1. Go into Back date Mode – new reminder!

2. Search for client/create new record

3. Create a household (if applicable)

4. Complete ROI (if applicable)

5. Use the Entry/Exit tab to:

1. Enter clients into the program

2. Complete the Household Data Sharing Assessment (if serving a household)

3. Complete Assessment questions for each client

6. Enter Service Transactions (if applicable)

7. Make updates in the Assessments tab, if applicable

8. ShelterPoint Check-in

9. Exit the client and close services, if applicable

10.ShelterPoint Check-outServicePoint 5 Upgrade System Overview

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servicepoint 5.0 upgrade overview 1 servicepoint 5 upgrade system overview

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